财务数据和关键指标变化 - 公司2023年全年调整后净销售额增长超过15%至近42亿美元 [14] - 2023年全年调整后EBITDA增长近39%至7.2亿美元 [14] - 2023年全年调整后EBITDA利润率提升近300个基点至17.2% [14] - 2023年全年调整后毛利率提升近700个基点至46.9% [14] 各条业务线数据和关键指标变化 - 清洁类业务(包括吸尘器、地毯清洁等)第四季度调整后净销售额下降近3% [48] - 烹饪和饮料类业务(包括空气炸锅、多功能锅等)第四季度调整后净销售额增长33% [49] - 食品加工类业务(包括搅拌机、食品处理机等)第四季度调整后净销售额增长14% [51] - 其他类业务(包括美发产品、空气净化器等)第四季度调整后净销售额近三倍增长 [52] 各个市场数据和关键指标变化 - 北美市场第四季度净销售额增长8%,占总销售的71% [47] - 国际市场第四季度调整后净销售额增长62%,其中英国市场增长38% [47] 公司战略和发展方向及行业竞争 - 公司正在积极拓展新的产品类别,如美容、户外烹饪等,并取得良好进展 [20][21][23][28][29] - 公司在现有产品类别保持持续创新,不断推出新品以保持市场领先地位 [33][35][36] - 公司正加快国际市场拓展,尤其是德国、法国等欧洲市场以及拉丁美洲市场 [38][39][40] - 公司正在持续优化供应链,提高成本竞争力,应对关税等不确定性因素 [66][68][69][70] 管理层对经营环境和未来前景的评论 - 尽管宏观经济环境不确定,但公司专注于内部可控因素,保持强劲业绩 [15] - 公司对2024年前景充满信心,第一季度开局良好,有望延续强劲增长势头 [18][72] - 公司三大支柱战略(拓展新品类、增加现有品类市占率、国际市场拓展)将持续推动未来增长 [19][42] 问答环节重要的提问和回答 问题1 **Randy Konik提问** 公司在拓展国际市场时,从英国市场学到的经验如何应用到德国、法国等新兴市场 [82][83] **Mark Barrocas回答** 公司注重了解当地消费者需求,采取本地化的营销策略,并发挥公司在供应链、技术等方面的优势 [84][85][86][87] 问题2 **Brooke Roach提问** 公司对2024年各主要市场和产品类别的增长预期 [99][100] **Larry Flynn回答** 公司预计2024年上半年市场整体持平,下半年有望回升;公司将继续加大营销投入,推动各产品类别的增长 [101][102][103][104] 问题3 **Phillip Blee提问** 公司在美容和户外产品类别的强劲增长和市占率提升的关键驱动因素,以及未来新品类的发展前景 [116][117] **Mark Barrocas回答** 公司持续创新推出新产品,并通过扩大销售渠道来推动这些新兴品类的快速增长;同时公司正在持续优化供应链,确保产品质量和供给 [118][119][120][121][122][123]

SharkNinja Reports Fourth Quarter and Full Year 2023 Results Provides Fiscal Year 2024 Outlook NEEDHAM, Massachusetts, February 15, 2024 – SharkNinja, Inc. ("SharkNinja" or the "Company") (NYSE: SN), a global product design and technology company, today announced its financial results for the fourth quarter and year ended December 31, 2023. Highlights for the Fourth Quarter 2023 as compared to the Fourth Quarter 2022 • Net sales increased 16.5% to $1,377.5 million and Adjusted Net Sales increased 19.7% to $ ...

SharkNinja launches the Ninja® DoubleStack™ XL, the industry's first vertical two-basket air fryer that provides double the performance with 40% less countertop footprint. (Photo: Business Wire)SharkNinja launches the Shark FlexBreeze™, a unique cooling solution built for outdoor and indoor use. Two-in-one cooling tool, which transforms from a pedestal to a tabletop fan at the touch of a button. Delivers breeze from 70 feet away, provides 20 hours of battery runtime on a single battery charge, and reduces t ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

SHARKNINJA, INC. INDEX TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS | --- | --- | |-----------------------------------------------------------------------|-------| | | Page | | Condensed Consolidated Balance Sheets (Unaudited) | 2 | | Condensed Consolidated Statements of Income (Unaudited) | 3 | | Condensed Consolidated Statements of Comprehensive Income (Unaudited) | 4 | | Condensed Consolidated Statements of Shareholders' Equity (Unaudited) | 5 | | Condensed Consolidated Statements of Cash Flows (Unaudi ...

Exhibit 99.1 SHARKNINJA GLOBAL SPV, LTD. INDEX TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS | --- | --- | |-----------------------------------------------------------------------|-------| | | Page | | Condensed Consolidated Balance Sheets (Unaudited) | 2 | | Condensed Consolidated Statements of Income (Unaudited) | 3 | | Condensed Consolidated Statements of Comprehensive Income (Unaudited) | 4 | | Condensed Consolidated Statements of Shareholders' Equity (Unaudited) | 5 | | Condensed Consolidated Statemen ...